Avantax Advisory Services Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Avantax Advisory Services Inc. is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $382,131 and reported indirect compensation totals $85,000.
Reported compensation summary
- Reported direct compensation
- $382,131
- Reported indirect compensation
- $85,000
- Total reported compensation
- $467,131
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Southern California Permanente Medical Group | CA | 1 | $100,753 |
| Cajun Industries Holdings, LLC | LA | 1 | $85,000 |
| Franklin Management, Inc. | KY | 1 | $68,788 |
| Southern Star, Inc. | OK | 1 | $40,856 |
| Bogush Inc. | NJ | 1 | $39,602 |
| The Yaffe Companies, Incorporated | OK | 1 | $37,450 |
| Team Sledd, LLC | WV | 1 | $34,670 |
| Viemed, Inc. | LA | 1 | $28,408 |
| Everservice Holdings, LLC | AZ | 1 | $17,744 |
| Highlands Automotive Holdings, Inc. | WV | 1 | $13,860 |
State footprint
Plans reporting Avantax Advisory Services Inc. are sponsored in LA (2), OK (2), WV (2), AZ (1), NJ (1), CA (1), KY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $100,753 | not reported in the loaded dataset |
| Cajun Industries Holdings, LLC | Cajun Industries Holdings, LLC 401(K) Plan | 2023 | $0 | $85,000 |
| Franklin Management, Inc. | Don Franklin Auto 401(K) Plan | 2023 | $68,788 | not reported in the loaded dataset |
| Southern Star, Inc. | Southern Star, Inc. Retirement Savings Plan | 2023 | $40,856 | not reported in the loaded dataset |
| Bogush Inc. | Bogush/Wallington Plumbing 401(K) Retirement Savings Plan | 2023 | $39,602 | not reported in the loaded dataset |
| The Yaffe Companies, Incorporated | The Yaffe Companies Incorporated 401(K) Plan | 2023 | $37,450 | not reported in the loaded dataset |
| Team Sledd, LLC | Team Sledd, LLC Employees' 401(K) Profit Sharing Plan | 2023 | $34,670 | not reported in the loaded dataset |
| Viemed, Inc. | Viemed, Inc. 401(K) Plan | 2023 | $28,408 | not reported in the loaded dataset |
| Everservice Holdings, LLC | Everservice Holdings, LLC 401(K) Profit Sharing Plan | 2023 | $17,744 | not reported in the loaded dataset |
| Highlands Automotive Holdings, Inc. | Highlands Automotive Holdings, Inc. 401(K) Plan | 2023 | $13,860 | not reported in the loaded dataset |
Related Form 5500 pages
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Cajun Industries Holdings, LLC 401(K) Plan (plan 001)
- Cajun Industries Holdings, LLC — all reported plans
- Don Franklin Auto 401(K) Plan (plan 001)
- Franklin Management, Inc. — all reported plans
- Southern Star, Inc. Retirement Savings Plan (plan 001)
- Southern Star, Inc. — all reported plans
- Bogush/Wallington Plumbing 401(K) Retirement Savings Plan (plan 001)
- Bogush Inc. — all reported plans
- The Yaffe Companies Incorporated 401(K) Plan (plan 003)
- The Yaffe Companies, Incorporated — all reported plans
- Team Sledd, LLC Employees' 401(K) Profit Sharing Plan (plan 001)
- Team Sledd, LLC — all reported plans
- Viemed, Inc. 401(K) Plan (plan 001)
- Viemed, Inc. — all reported plans
- Everservice Holdings, LLC 401(K) Profit Sharing Plan (plan 001)
- Everservice Holdings, LLC — all reported plans
- Highlands Automotive Holdings, Inc. 401(K) Plan (plan 001)
- Highlands Automotive Holdings, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources